401(k) · DOL Form 5500 · 2024

Orthoconnecticut, PLLC 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
189
Participants Below avg headcount
87th
Percentile by assets National rank
$333,853
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan · Sponsored by Orthoconnecticut, PLLC · Connecticut · Healthcare & Social Assistance

$63M in assets, 189 participants

Orthoconnecticut, PLLC's Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan reported $63M in total assets and 189 participants in its 2024 DOL Form 5500 filing, ranking in the 87th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #14,981 in Healthcare & Social Assistance (16,916 peers)

Coverage in Connecticut

Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan covers 189 participants in Connecticut, about 26% of the average Connecticut filer (state average ~718 per filing). Assets: $63M.

#14,981
in Healthcare & Social Assistance (16,916 peers)
+13.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan's outsized position by total assets

Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$63,098,168 Top 13% higher than 87% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan reported net income rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan end-of-year assets rose from $56M in the plan year 2023 filing to $63M in the plan year 2024 filing.
  • Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan reported participants rose from 175 in the plan year 2023 filing to 189 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 060851044 · Orthoconnecticut, PLLC PY 2024 · 401(k)

Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan · $63M · 189 · 87th

  • BOOK $63M
  • VS-ST 189
  • BOY 87th
  • SCH 401(k)
  • EBSA near The Kresge Foundation Employee Savings Plan
  • PART ind #14981

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Connecticut →

Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan in the asset neighbourhood

Orthoconnecticut, PLLC Employees 401(k) Profit Sharing PlanOrthoconnecticut, PLLC Emplo…$63MThe Kresge Foundation Employee Savings PlanThe Kresge Foundation Employ…$63MBlue Owl Capital 401(k) Plan$63MThe Northbridge Group Retirement Investment PlanThe Northbridge Group Retire…$63MCardiovascular Associates of the Delaware Valley, P.a. 401(k) Profit Sharing PlanCardiovascular Associates of…$63M
End-of-year total assets ($M) among Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$63M
Net Income$8M
Employer EIN060851044
Plan Effective Date1990-12-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthoconnecticut, PLLC)

Sponsor-wide plan assets over time

All Orthoconnecticut, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$63M 26.694183327268167% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49.8M $63.1M ▲ +26.7%
Year Plans Participants Total Assets
2022 1 160 $50M
2023 1 175 $56M
2024 1 189 $63M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan, Total assets ($B): 0.063098168 · Participants: 189Orthoconnecticut, PLLC Employees 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan side-by-side with 3 peers →

Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is The Kresge Foundation Employee Savings Plan in MI ($63M); by covered participants it is Prevailing Multiple Employer Plan in MD (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan assets move in 2024? ▼
Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan grew at a solid clip - up 13.6% during 2024, from $56M to $63M. Reported net income was $8M.
How have Orthoconnecticut, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthoconnecticut, PLLC's sponsor-wide assets grew 26.7%, from $50M to $63M.
Where does Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Kresge Foundation Employee Savings Plan in MI ($63M, 120 participants).
Which 401(k) plans cover a similar participant headcount to Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prevailing Multiple Employer Plan in MD (189 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060851044.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.